Are you looking to be part of a mission-driven, fast-growing tech company? ClearEstate is redefining estate planning and settlement with cutting-edge technology and compassionate support. We’re looking for driven individuals who want to make a real difference in people’s lives during life’s most important moments. Join us in transforming how families across North America navigate the estate process—with clarity, confidence, and care.
ClearEstate’s mission is to provide compassionate guidance in life’s most important moments. We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement—offering clarity, confidence, and support every step of the way.
ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.
Only candidates currently residing in Quebec, Ontario, or British Columbia will be considered for this position due to operational and regulatory requirements.

POSITION OVERVIEW

As a Customer Success Manager in estate planning reporting into the Manager, Customer Experience - Planning, you are the main point of contact and support to our customers through the estate planning or estate settlement processes. You are responsible for the consistent delivery of timely and quality customer service. Along the way, you will identify additional opportunities for ClearEstate to better serve our clients and contribute to the development of processes in support of this.

• Represent ClearEstate as the main point of contact for our customers throughout their client experience.
• Deliver quality customer service by identifying customer needs throughout the process, with an empathic approach.
• Master the stages of our customer journey with a goal of revolutionary satisfaction, loyalty, and retention.
• Meet and exceed predefined performance targets and quotas, demonstrating a proactive approach.
• Evaluate and suggest additional services we offer to provide the best support to our customer.
• Act as a self starter who is passionate about taking the initiative to resolve customer inquiries.
• Foster and develop a transparent client relationship through consistent and timely communication.
• Work closely with team members, such as Estate Plan Advisors or File Processing Managers in the consistent delivery of timely and quality customer service.
• Welcome, onboard and guide clients through the platform.
• Pivot in the moment while effectively thinking outside the box, to problem solve.
• Advocate for customer-centric initiatives, product enhancements and improvements within the organisation based on customer experience.
• Promote customer feedback and advocacy by nurturing a culture centered on customer needs and ongoing enhancement.
• Actively participate in ClearEstate training in order to stay informed about industry trends and best practices to continuously enhance the customer experience.
• Work cross-functionally with our internal teams to further develop ClearEstate.
• Additional tasks as delegated or deemed necessary, corresponding to your skill set and existing role responsibilities.
• Availability to work a 12:00 PM – 8:00 PM (ET) shift up to two times per week (on rotation), based on scheduling needs.
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